Question 1

How many shares of SGOV does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 136,429 shares of SGOV (ISHARES TR).

Question 2

What is &PARTNERS's SGOV position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's SGOV position is worth $15.2M.

Question 3

Is &PARTNERS buying or selling SGOV?

Accepted Answer

In 2026-Q1, &PARTNERS increased their SGOV position (+83.8% change in shares).

Question 4

When did &PARTNERS first buy SGOV?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in SGOV in 2024-Q2. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	136,429	+83.8%	$15.2M	0.1%	$100.40	44
2025-Q4	Decreased	74,233	-38.3%	$7.4M	0.0%	$100.06	0
2025-Q3	Increased	120,314	+7.3%	$12.4M	0.1%	$99.07	30
2025-Q2	Increased	112,084	+132.5%	$11.3M	0.1%	$98.01	45
2025-Q1	Increased	48,217	+233.1%	$4.9M	0.1%	$96.99	43
2024-Q4	Increased	14,475	+37.4%	$1.5M	0.0%	$95.97	33
2024-Q3	Increased	10,539	+66.6%	$1.1M	0.0%	$94.86	37
2024-Q2	New	6,325	-	$636,960	0.0%	$93.60	34

SGOV8 quarters

SGOV
8 quarters